Posts By
Chelsey Reichelt

Accounting Firm Growth - CPA Firm marketing

Taking Your CRM to the Next Level

By Chelsey Reichelt / October 16, 2018

By: Chelsey M Reichelt In my role as Marketing & Finance Coordinator at Herbein + Company, one of my core responsibilities is administering our CRM database. My firm has used Microsoft Dynamics for several years, and I was brought on board to essentially get to know the system inside and out.…

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Featured: Season 1 Episode 1

Compensation Changes in Accounting Firms – Intersection of HR & Marketing with Andrea Sardon, PBMares

with Andrea Sardone from PBMares

Join host Mike Jones with Andrea Sardone from PBMares as they discuss the changes in compensation within the intersection of marketing and accounting in accounting firms.